Form P53 Claiming Back Tax Paid on a Lump Sum - United Kingdom

Form P53 Instructions

Follow these steps to fill out Form P53:

1. Enter your personal details (your title, name, birthdate, National Insurance Number) and contact information. Indicate the Pay-As-You-Earn reference number of your employer and the appropriate tax year.
2. List the total amounts of income from all employers and state the estimated amount of benefits subject to taxation. If you are self-employed, tick the box and record the total amount of profits you receive during the year.
3. Write down the amount of pension amount you are planning to receive before tax. List all your taxable benefits and allowances alongside their amounts.
4. In case you have any interest in savings and investments, indicate their amounts and tax already paid. There might be untaxed interest on savings (state its estimated amount).
5. Enter the amounts of United Kingdom dividends and other sources of income you are entitled to.
6. If you are expecting to make any Gift Aid payments, include their amounts in the claim.
7. Select the pension plan you are paying into and the total amount of payment.
8. Indicate the address where the check will be sent. You may name another person who will receive the check on your behalf.
9. Confirm all the statements in the form are true and correct. Enter your name and telephone number. Sign and date the document.